Where each index stands

For each index of a price history: its last close, and the change in percent since the close before, since the last close at least a week and 1, 3, 6 and 9 months before, since the last close of the year before (year to date) and since the last close at least a year before, and how far it is below its highest close. Pass the whole history, as the highest close is that of the history given.

Usage

index_summary(history)

Arguments

history

Price history from get_history(), with label, timestamp and close columns.

Value

A data frame with a row per index, in the order of their first rows in history: label, date and close of the last day, day_pct, week_pct, month_pct, month3_pct, month6_pct, month9_pct, ytd_pct, year_pct, high and high_date of the highest close, from_high_pct (from -100 to 0) and first_date, the first day of the history. A change is NA when the history does not go back far enough.

Examples

history <- data.frame(
  label = "Alpha",
  timestamp = as.Date(c("2024-12-31", "2025-06-30", "2025-12-31", "2026-01-02", "2026-01-05")),
  close = c(100, 150, 120, 126, 132)
)
index_summary(history)
#>   label       date close  day_pct week_pct month_pct month3_pct month6_pct month9_pct ytd_pct year_pct high  high_date from_high_pct first_date
#> 1 Alpha 2026-01-05   132 4.761905      -12       -12        -12        -12         32      10       32  150 2025-06-30           -12 2024-12-31